Matrix Planning INC

Public-record details

Address

3015 Main Street, Suite 403, Santa Monica, CA 90405

Phone

(310) 399-0457

Listed under

Financial planning, Hourly fees, Flat / fixed fees

CRD number

110812

Registration

SEC registered since 1986-05-15

Compensation (Form ADV 5.E)

Hourly charges; Fixed fees; Other (A Negotiated Monthly Retainer)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$121.4 million

Accounts managed

82

Clients reported (Form ADV 5.D)

17

Individual / high-net-worth clients

1 / 15

Employees

4

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-04-01

SEC registered investment adviser, CRD 110812, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 110812 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.